Cynthia Richards-Donald

Cynthia RichardsDonald

Helping to build and preserve wealth, one client at a time.
Charlotte, North Carolina, United States

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Work Experience

Premier Wealth Transfer Group, LLC

Managing Director, Financial Planner, Owner

2014-07-01 - Present

TIAA

Wealth Management Advisor

1993-11-01 - 2013-09-01

Skills

financial planning life insurance disability income insurance long term care insurance investments special needs

Languages

English